New Vernon Investment Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 36Value: $74.8MLatest: 2025Q1

NEW VERNON INVESTMENT MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 36 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PLMR",
  null,
  "ABT",
  "AIG",
  "AVGO",
  "WRB",
  "EQH",
  "HD",
  "UNP",
  "QCOM",
  "HG",
  "MMC",
  "MDT",
  "MSFT",
  "MS",
  "HIG",
  "NU",
  "ORLY",
  "BX",
  "PGR",
  "SYK",
  "TRV",
  "UBER",
  "MET",
  "ACGL",
  "AJG",
  "FIHL",
  "IGIC",
  "AMZN",
  "EG",
  "FDX",
  "CRBG",
  "EPD",
  "GOOG",
  "XOM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 36
Total Value: 74756952
Accession Number: 0001512538-25-000004
Form Type: 13F-HR
CIK: new-vernon-investment-management
Manager Name: New-Vernon-Investment-Management

Data Enrichment

97% identified

35 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

36 positions • $74.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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Arthur J. Gallagher & Co.

AJG|363576109

Shares:24.3K

Value:$8.4M

% of Portfolio:11.2% ($8.4M/$74.8M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:44.6K

Value:$5.5M

% of Portfolio:7.4% ($5.5M/$74.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:17.5K

Value:$5.0M

% of Portfolio:6.6% ($5.0M/$74.8M)

Equitable Holdings, Inc.

EQH|29452E101

Shares:89.8K

Value:$4.7M

% of Portfolio:6.3% ($4.7M/$74.8M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:17.2K

Value:$4.2M

% of Portfolio:5.6% ($4.2M/$74.8M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:36.9K

Value:$3.6M

% of Portfolio:4.8% ($3.6M/$74.8M)

BERKLEY W R CORP

WRB|084423102

Shares:46.1K

Value:$3.3M

% of Portfolio:4.4% ($3.3M/$74.8M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:11.7K

Value:$3.1M

% of Portfolio:4.2% ($3.1M/$74.8M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:32.7K

Value:$2.8M

% of Portfolio:3.8% ($2.8M/$74.8M)

Palomar Holdings, Inc.

PLMR|69753M105

Shares:19.8K

Value:$2.7M

% of Portfolio:3.6% ($2.7M/$74.8M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:6.6K

Value:$2.4M

% of Portfolio:3.2% ($2.4M/$74.8M)

METLIFE INC

MET|59156R108

Shares:29.6K

Value:$2.4M

% of Portfolio:3.2% ($2.4M/$74.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:19.9K

Value:$2.4M

% of Portfolio:3.2% ($2.4M/$74.8M)

Corebridge Financial, Inc.

CRBG|21871X109

Shares:67.9K

Value:$2.1M

% of Portfolio:2.9% ($2.1M/$74.8M)

Blackstone Inc.

BX|09260D107

Shares:13.2K

Value:$1.8M

% of Portfolio:2.5% ($1.8M/$74.8M)

Broadcom Inc.

AVGO|11135F101

Shares:11.0K

Value:$1.8M

% of Portfolio:2.5% ($1.8M/$74.8M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:1.2K

Value:$1.7M

% of Portfolio:2.3% ($1.7M/$74.8M)

International General Insurance Holdings Ltd.

IGIC|G4809J106

Shares:59.3K

Value:$1.6M

% of Portfolio:2.1% ($1.6M/$74.8M)

Hamilton Insurance Group, Ltd.

HG|G42706104

Shares:73.9K

Value:$1.5M

% of Portfolio:2.0% ($1.5M/$74.8M)

MICROSOFT CORP

MSFT|594918104

Shares:4.0K

Value:$1.5M

% of Portfolio:2.0% ($1.5M/$74.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arthur J. Gallagher & Co.(AJGcusip363576109)	24.3K	QoQ -67.13% (-49.6K) YoY 0.00% (+0)	All Managers (Combined)	$8.4M	11.2% ($8.4M/$74.8M)	QoQ +496.17% (-$7.0M) YoY +38.07% (+$2.3M)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	44.6K	QoQ +1685.72% (+42.1K) YoY -43.74% (-34.7K)	All Managers (Combined)	$5.5M	7.4% ($5.5M/$74.8M)	QoQ +468.00% (+$4.6M) YoY -32.46% (-$2.7M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	17.5K	QoQ +396.93% (+14.0K) YoY -60.54% (-26.9K)	All Managers (Combined)	$5.0M	6.6% ($5.0M/$74.8M)	QoQ +815.49% (+$4.4M) YoY -46.00% (-$4.2M)
Equitable Holdings, Inc.(EQHcusip29452E101)	89.8K	QoQ +1267.21% (+83.2K) YoY +2.63% (+2.3K)	All Managers (Combined)	$4.7M	6.3% ($4.7M/$74.8M)	QoQ +96.48% (+$2.3M) YoY +40.65% (+$1.4M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	17.2K	QoQ +135.48% (+9.9K) YoY NEW(+17.2K)	All Managers (Combined)	$4.2M	5.6% ($4.2M/$74.8M)	QoQ +619.39% (+$3.6M) YoY NEW(+$4.2M)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	36.9K	QoQ 0.00% (+0) YoY -70.91% (-90.0K)	All Managers (Combined)	$3.6M	4.8% ($3.6M/$74.8M)	QoQ +4.14% (+$141.4K) YoY -69.73% (-$8.2M)
BERKLEY W R CORP(WRBcusip084423102)	46.1K	QoQ +249.23% (+32.9K) YoY -43.74% (-35.9K)	All Managers (Combined)	$3.3M	4.4% ($3.3M/$74.8M)	QoQ +44.13% (+$1.0M) YoY -54.74% (-$4.0M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	11.7K	QoQ +293.13% (+8.8K) YoY -54.13% (-13.8K)	All Managers (Combined)	$3.1M	4.2% ($3.1M/$74.8M)	QoQ +355.91% (+$2.4M) YoY -47.29% (-$2.8M)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	32.7K	QoQ 0.00% (+0) YoY -63.91% (-58.0K)	All Managers (Combined)	$2.8M	3.8% ($2.8M/$74.8M)	QoQ +19.42% (+$463.0K) YoY -59.86% (-$4.2M)
Palomar Holdings, Inc.(PLMRcusip69753M105)	19.8K	QoQ +13.28% (-2.3K) YoY NEW(+19.8K)	All Managers (Combined)	$2.7M	3.6% ($2.7M/$74.8M)	QoQ -35.18% (-$1.5M) YoY NEW(+$2.7M)
EVEREST GROUP, LTD.(EGcusipG3223R108)	6.6K	QoQ -66.91% (-13.3K) YoY -62.49% (-10.9K)	All Managers (Combined)	$2.4M	3.2% ($2.4M/$74.8M)	QoQ +11.75% (-$251.1K) YoY -65.72% (-$4.6M)
METLIFE INC(METcusip59156R108)	29.6K	QoQ +632.63% (+25.6K) YoY NEW(+29.6K)	All Managers (Combined)	$2.4M	3.2% ($2.4M/$74.8M)	QoQ +39.55% (+$673.9K) YoY NEW(+$2.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	19.9K	QoQ +1140.62% (+18.3K) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	3.2% ($2.4M/$74.8M)	QoQ +424.46% (+$1.9M) YoY +2.31% (+$53.4K)
Corebridge Financial, Inc.(CRBGcusip21871X109)	67.9K	QoQ +317.04% (+51.6K) YoY -74.23% (-195.5K)	All Managers (Combined)	$2.1M	2.9% ($2.1M/$74.8M)	QoQ +319.84% (+$1.6M) YoY -71.68% (-$5.4M)
Blackstone Inc.(BXcusip09260D107)	13.2K	QoQ +20.00% (-2.2K) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	2.5% ($1.8M/$74.8M)	QoQ -27.64% (-$705.0K) YoY +6.40% (+$111.0K)
Broadcom Inc.(AVGOcusip11135F101)	11.0K	QoQ -87.50% (-77.0K) YoY +900.00% (+9.9K)	All Managers (Combined)	$1.8M	2.5% ($1.8M/$74.8M)	QoQ -30.11% (-$793.5K) YoY +26.32% (+$383.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	1.2K	QoQ -81.85% (-5.4K) YoY 0.00% (+0)	All Managers (Combined)	$1.7M	2.3% ($1.7M/$74.8M)	QoQ +146.12% (-$1.0M) YoY +26.90% (+$364.4K)
International General Insurance Holdings Ltd.(IGICcusipG4809J106)	59.3K	QoQ +1293.53% (+55.0K) YoY -47.50% (-53.6K)	All Managers (Combined)	$1.6M	2.1% ($1.6M/$74.8M)	QoQ +52.95% (+$539.8K) YoY +2.01% (-$30.8K)
Hamilton Insurance Group, Ltd.(HGcusipG42706104)	73.9K	QoQ +65.51% (-29.2K) YoY +269.45% (+53.9K)	All Managers (Combined)	$1.5M	2.0% ($1.5M/$74.8M)	QoQ -68.63% (-$3.4M) YoY +449.80% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	4.0K	QoQ -52.72% (-4.5K) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	2.0% ($1.5M/$74.8M)	QoQ +41.15% (-$442.4K) YoY -10.77% (-$183.2K)